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Meet Cari Shapiro, CPA — Senior Accountant at Omni 360 Advisors
Accounting in the jewelry industry comes with unique challenges.
𝐌𝐞𝐞𝐭 𝐉𝐢𝐦 𝐂𝐨𝐥𝐢𝐭𝐬𝐚𝐬 – 𝐏𝐚𝐫𝐭𝐧𝐞𝐫, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐞𝐫 & 𝐓𝐚𝐱 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐚𝐭 𝐎𝐦𝐧𝐢𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Jim is passionate about making a positive impact both professionally and within his community. Over the years, he has supported ...
𝐌𝐞𝐞𝐭 𝐒𝐚𝐣𝐚 𝐘𝐨𝐮𝐬𝐞𝐟 - 𝐂𝐥𝐢𝐞𝐧𝐭 𝐋𝐢𝐚𝐢𝐬𝐨𝐧 𝐚𝐭 𝐎𝐦𝐧𝐢 𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Meet Saja Yousef – Client Liaison at Omni 360 Advisors Saja is a valued member ...
Meet Linda Farinola, Partner, Team Leader, and Founder of Omni 360 Wealth, Inc.
Since joining the broader Omni organization in 2010, Linda has brought decades of expertise in investment portfolio management ...
𝐖𝐢𝐥𝐥𝐬, 𝐓𝐫𝐮𝐬𝐭 𝐚𝐧𝐝 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐖𝐞𝐛𝐢𝐧𝐚𝐫
Bryan's Current Event Market Update
There's been a lot of movement in the markets recently driven by developments in AI, geopolitics, and oil prices. I wanted to share ...
𝐌𝐞𝐞𝐭 𝐊𝐫𝐢𝐬 — 𝐘𝐨𝐮𝐫 𝐅𝐢𝐫𝐬𝐭 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐭 𝐎𝐦𝐧𝐢 𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Kris is the friendly and professional face that welcomes you to Omni 360 Advisors. As our Receptionist and Administrative ...
𝐌𝐞𝐞𝐭 𝐄𝐯𝐚 — 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐥 𝐋𝐢𝐚𝐢𝐬𝐨𝐧 𝐚𝐭 𝐎𝐦𝐧𝐢 𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Eva plays a key role in supporting our legal team and ensuring a smooth client experience. As our dedicated Legal Client Liaison, ...
Do you have goals? #shorts
Think of a financial plan as your personal money roadmap — guiding you from where you are now to where you want to be.
𝐆𝐞𝐭 𝐓𝐨 𝐊𝐧𝐨𝐰 𝐊𝐞𝐥𝐥𝐞𝐲 𝐌𝐮𝐥𝐫𝐢𝐧𝐞
Have you met Kelley Mulrine? Listen to her talk about all the hats she wears at Omni 360. If you come in the office, ...
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